+0.0
net board stance
what this means
290.16
-2.6% · close 2026-11-06
+6% / -1% / +36%
1m / 3m / 12m
+16%
vs SPY since 2025-08-01
80%
of 52w range · -6.2% off high
—
hit rate as primary
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E126 · silent for 163 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on UNP
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🌍 Nearshoring to Mexico as China's cheap-labour edge disappears | ▲ LONG | adjacent | RIGHT | +20.8% | +14.7 | 2023-05-24 |
| 🏛️ East Palestine forces rail safety re-regulation and operator liability | ▼ SHORT | adjacent | WRONG | -13.3% | -37.8 | 2024-02-17 |
The tape — what was actually said
every capture on any idea holding UNP, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
🌍 Nearshoring to Mexico as China's cheap-labour edge disappears
E126 · 2023-04-28
▶ 20:25
So we're going to nearshore or onshore all kinds of things that used to be done by the Chinese. They'll sit in Mexico or they'll sit in Central America.
Chamath
support ×2
▲ on
🌍 Nearshoring to Mexico as China's cheap-labour edge disappears
E118 · 2023-03-03
▶ 1:32:03
We're going to rely on Central and South America in a meaningfully bigger way.
Chamath
support ×2
▼ on
🏛️ East Palestine forces rail safety re-regulation and operator liability
E116 · 2023-02-17
▶ 20:46
What was the structures of government or corporations that failed, and how do you either rewrite the law or punish these guys monetarily so that this kind of stuff doesn't happen again?
Friedberg
oppose ×3
▼ on
🏛️ East Palestine forces rail safety re-regulation and operator liability
E116 · 2023-02-17
▶ 19:35
And there are these occasional bad things that happen. Maybe you can add more kind of safety features, but at some point, you can only do so much.
Sacks
support ×3
▼ on
🏛️ East Palestine forces rail safety re-regulation and operator liability
E116 · 2023-02-17
▶ 17:25
Apparently, Congress back in 2017 passed deregulation of safety standards around these train companies so that they didn't have to spend the money to upgrade the brakes that supposedly failed, that caused it.
Chamath
support ×1
▲ on
🌍 Nearshoring to Mexico as China's cheap-labour edge disappears
E90 · 2022-08-05
▶ 47:29
So, CATL, which is Tesla's biggest battery supplier, basically, you know, delayed the announcement of a factory. It's not clear whether they're going to put it into the United States. They may actually pick a city in Mexico.
Ryan Petersen
support ×2
▲ on
🌍 Nearshoring to Mexico as China's cheap-labour edge disappears
E82 · 2022-05-24
▶ 56:56
And if it's just cheap labor, two years ago, Mexico became cheaper than China in labor costs. ... It was a huge shift. And now Mexico doesn't have the manufacturing capacity. They don't have the skill sets. They don't. But they'll build it. And people will respond to that trend. As long as it takes 120 days to ship stuff from China to the US and we can't get this sorted out, brands are going to respond to shipping closer to home. So that is a trend that you're going to see more and more of.